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“As we continue our rapid growth trajectory and welcome more advisor teams to the Merit family, our priority is providing them with the absolute best-in-class infrastructure. We aren't just looking for tools; we are looking for a partner that helps us move faster without compromising the personalized experience our advisors and clients deserve. OneVest is that partner, offering the technology designed for the scale we are achieving today and the innovation we need for tomorrow.”

“Delivering a seamless, high-quality experience for advisors and investors is central to our strategy. As we continue to modernize our platforms, data, and service model, we are investing in flexible, scalable technology that enables us to move with greater speed and precision. Our collaboration with OneVest strengthens our ability to reduce complexity, better support advisors, and deliver a more intuitive and connected experience for the clients we serve.”